Portfolio & Plan Dashboards

Updated Sep 11, 2019

This article explains how to view the OnePlan reporting dashboard in OnePlan.  You may also go into PowerBI online to access the reports as well.  

Portfolio Dashboard

Navigate to the Portfolios module.  Select Dashboard view.  The report opens.  You may need to authenticate for Power BI.  Click Sign-In.  If you don't yet have a PowerBI license, you can start a trial of PowerBI while you are also going through your OnePlan trial.

Select the various tabs to see additional reporting details.  Select filters as needed.  Click on visuals to further dive into the data.

Plan Dashboard

From the Portfolios List page, open the contextual menu for a plan.  Select Dashboard.